Now tracking US · EU · UK exchanges

Precision tracking for the modern investor

See every holding, every dividend, every move — across all your brokers — in one clean portfolio view.

Start free trial See the dashboard
14-day trial · no credit card required · cancel anytime
US · EU · UK
Markets covered
Any broker
Auto-connect or CSV import
USD · EUR · GBP
Multi-currency, FX-aware
TWR
Time-weighted returns
Global coverage

Every exchange that matters to you

Live prices and historical data from the major US, EU and UK venues — mapped to the right symbols so your imported trades just work.

US
United States
  • NYSEUSD
  • NASDAQUSD
  • NYSE ArcaUSD
  • Cboe BZXUSD
Stocks, ADRs and US-listed ETFs
EU
European Union
  • XetraEUR
  • Euronext AmsterdamEUR
  • Euronext ParisEUR
  • Borsa ItalianaEUR
Native UCITS ETFs and EU equities
UK
United Kingdom
  • London Stock ExchangeGBP
  • LSE (USD line)USD
  • AIMGBP
  • Investment TrustsGBP
GBp and GBP both handled automatically
The product

Your whole portfolio, one calm screen

Total value, today’s move, dividend income and risk — surfaced where you can actually read them. No drilling, no clutter, no surprise paywalls.

app.foliolens.com / dashboard
Total Portfolio Value
$138,420.75
+$1,712.40 · +1.25% today
1D1W1MYTD1YALL
Total Return
+18.43%
+$21,560 · all time
Annual Yield
3.42%
$4,730 / yr forward
Diversity Score
74/100
8 sectors
vs S&P 500
+2.11%
YTD ahead
Portfolio value · YTD
Weekly close · converted to USD
Value% Return
What’s inside

Everything in one place

Designed for investors who want clarity without the clutter.

Live dashboard
Total value, daily P&L, dividend yield and diversity score — refreshed every five minutes while you have the app open.
/ DASHBOARD
Time-weighted returns
Real TWR per year, per month, and benchmarked against the S&P 500 — deposits and withdrawals stripped out automatically.
/ ANALYTICS
Dividend income tracker
Forward yield, monthly income calendar, ex-date alerts and per-holding payment history — computed from your real shares.
/ DIVIDENDS
Works with any broker
Connect directly via SnapTrade for automatic sync, or import a CSV from any brokerage platform — deduplicated by transaction ID so multiple imports are always safe.
/ BROKERS
Multi-currency, FX-aware
Hold positions in USD, EUR or GBP. Live FX rates convert everything to your reporting currency — cost basis and returns stay accurate.
/ FX
Private by design
No ads, no data resale. Your holdings are encrypted at rest, isolated per user, and never used to train anything.
/ SECURITY
Analytics worth opening

The numbers a serious investor wants

Time-weighted returns, benchmark comparison and year-by-year performance — without exporting to a spreadsheet.

Portfolio vs S&P 500
Cumulative return, period-start indexed to 0%
YTD1YALL
● My Portfolio
+22.04%
— S&P 500
+19.93%
vs Benchmark
+2.11% ahead
Annual Returns
Time-Weighted Return per calendar year
Know what you own

Every position, every sector, the real risk

Concentration metrics, diversity score and sector exposure — computed live from your actual positions, not a generic model.

Top Holdings
By market value, today’s change
VWCE
Vanguard FTSE All-World UCITS
$19,940
+1.24%
ABBV
AbbVie
$15,275
+2.11%
VICI
VICI Properties
$10,440
+0.87%
CSPX
iShares Core S&P 500 UCITS
$8,890
+1.38%
PG
Procter & Gamble
$6,780
-0.12%
KO
Coca-Cola
$5,050
+0.43%
Risk & Diversification
From your current positions
Diversity score
74/100
Higher is more spread
Largest position
14.4%
VWCE
Top 5 weight
44.0%
of portfolio
Sectors
8
distinct sectors
Avg div yield
3.42%
value-weighted
Positions
23
active holdings
Sector exposure
Diversified
32.0%
Healthcare
21.0%
Real Estate
14.0%
Consumer Stp.
12.0%
Technology
11.0%
Other
10.0%
Works with any broker

Your data, your way

Connect your brokerage account directly for automatic sync, or import a CSV from any platform. Either method arrives clean and deduplicated — ready to analyse the moment it lands.

Direct broker connect
Link your account once via SnapTrade — positions and transactions sync automatically. No CSV, no manual work, no credentials stored by FolioLens.
✓ Hundreds of supported brokerages
✓ Your credentials never touch our servers
✓ Syncs automatically in the background
/ VIA SNAPTRADE
Universal CSV import
Export a CSV from any broker and drag it in. FolioLens handles the column mapping — deduplicated by transaction ID so importing the same file twice is always safe.
✓ Any broker, any export format
✓ Multi-file, multi-broker in one portfolio
✓ Transaction-ID deduplication built in
/ DRAG & DROP
Manual entry
Add tickers and share counts directly — no import needed. Great for getting a live view of your positions in under two minutes, then import history when you’re ready.
✓ Up and running in under 2 minutes
✓ No export or login required
✓ Add full history via CSV later
/ QUICK START
How it works

Three steps from broker to clarity

Most people are reading their first proper portfolio chart within ten minutes.

01
Connect
Link your broker via SnapTrade for automatic sync, or drag in a CSV from any platform. Multiple brokers build the same portfolio.
02
Track
Live prices pull every five minutes. Dividends, splits and FX are handled automatically.
03
Analyse
Real TWR, sector exposure, diversity score and benchmark comparison — ready the moment data lands.
Why move on

A spreadsheet, but it does the work

The honest comparison — what you stop fighting with the day you switch.

Spreadsheet
FolioLens
Live prices, every 5 min
×Manual lookup
✓Automatic
Time-weighted return (TWR)
~Custom formulas
✓Built in, per year & month
S&P 500 benchmark
×Not really
✓Charted alongside
Multi-currency & FX
~Stale rates
✓Live, FX-aware
Dividend calendar
×Build it yourself
✓Generated from your shares
Sector & risk breakdown
×Hard to maintain
✓Computed live
Import from any broker
×Paste, then clean
✓One click, deduplicated
Mobile-ready
×Painful
✓Yes, same view
Private by design

Your portfolio belongs to you, not us

We track stocks. We don’t track you. No ads, no resale of your data, no training models on your trades. Read-only by default — FolioLens cannot move money.

  • Encrypted at rest
    Holdings and transactions stored with per-user row-level security and AES-256 encryption.
  • Read-only broker access
    We import the CSVs you choose to upload. No write access to any brokerage account — ever.
  • No data resale
    Your portfolio composition is not for sale — not to advertisers, not to data brokers, not to model trainers.
  • Export anytime
    Your holdings, your transactions, your dividends — download as CSV in one click. We don’t hold your data hostage.
Security posture
TLS 1.3Active
AES-256 at restActive
Row-level isolationActive
Read-only broker scopeActive
No third-party trackersActive
Zero credentials storedActive
Common questions

Answers, before you ask

Which exchanges do you cover?

The major US venues (NYSE, NASDAQ, NYSE Arca, Cboe), the major EU venues (Xetra, Euronext Amsterdam/Paris, Borsa Italiana) and the London Stock Exchange — including the GBp/GBP penny-pricing quirk.

If you hold something on a smaller venue, drop us a note in Contact — coverage expands month-on-month.

Is there a free trial?

Yes. Every new account starts with a 14-day full-feature trial — all analytics, all imports, all exchanges. No credit card required. After the trial you pick a plan or your data quietly waits in read-only mode.

Which brokers can I connect or import from?

FolioLens connects to hundreds of brokerages directly via SnapTrade — no credentials stored on our side, positions and transactions sync automatically.

For any broker not on SnapTrade, the universal CSV importer accepts a standard export from virtually any platform. Transactions are deduplicated by ID, so importing multiple files is always safe. A simple date, ticker, action, shares, price, currency layout works too.

How accurate are the prices?

Prices come from public market feeds, refreshed every five minutes while the app is open and every fifteen minutes in the background. Most equities and ETFs are delayed by no more than the standard 15-minute window.

How is "Return" calculated?

Time-Weighted Return: deposits and withdrawals are stripped out at each interval, sub-period returns are chained. The chart you see is pure market performance — not distorted by when you added money. It’s the same method professional money managers use.

Do you handle currencies?

Yes — positions stay in their native currency (USD, EUR, GBP, GBp) and the whole portfolio is converted to your chosen reporting currency using live FX rates. Cost basis, returns and yields are all currency-correct.

Is my data secure?

TLS 1.3 in transit, AES-256 at rest, per-user row-level isolation in the database. We never get write access to your brokerage account — CSVs are read-only by definition. We don’t sell or share your portfolio composition, ever.

Can I cancel anytime?

Yes — one click from the Subscription page. Your portfolio stays read-only after cancelling, and you can export everything as CSV at any time.

Your portfolio, finally under control

Investors who’ve moved on from spreadsheets aren’t coming back. Start with the data you already have.

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14 days, full features, no card needed